Filed October 3, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,300 | $103,055+33.2% | $90,336+52.0% | $152,914-10.2% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 23.72% | 95.26%-71.5pp | 78.15%-54.4pp | 345.48%-321.8pp |
| Employer contribution / active EE | $3,400 | $3,141+8.2% | $2,856+19.0% | $4,764-28.6% |
| Participant deferral / active EE | $5,887 | $4,283+37.4% | $3,886+51.5% | $5,852+0.6% |
| Admin fee / account holder | $2,725 | $6,179-55.9% | $5,357-49.1% | $11,601-76.5% |